How to Deliver Intel When and Where Reps Need it with Klue

Adam McQueen

We’re back with another edition of “How to with Klue”, where we walk through how to tackle an important competitive intelligence workflow with Klue.

Our Enterprise Customer Success Manager, Jenel McKenner, will take you under the hood with ways to source and share intel with your sales reps using Klue.

You can watch his walkthrough below, or keep on reading.

Get the most out of the Klue browser extension*

The Klue Browser Extension is a favourite among salespeople for a reason—it’s quick and convenient. Here’s how it works:

Download and Pin the Extension:

• Available in the Chrome Store and Microsoft Edge Add-ons.
• Pin the Klue button to your browser for instant access.

Instant Sharing:

• Found something interesting online? Simply hit the Klue button.
• Highlight specific parts of an article to add comments when sending.
• The intel goes to Klue for curators to review and potentially use in digests.

Quick Search:

• With a couple of clicks, reps can search for competitor data.
• Seamless access to battlecards and the latest intel ensures reps are always prepared.

Provide quicker access to battlecards with out Salesforce integration

Our Salesforce integration is a winner for keeping your reps armed with the right intelligence within their workflow.

Add Competitors to Deals:

• Within Salesforce, reps can add competitors to their deals.
• This triggers the Klue Battlecard section on the right-hand panel.

Direct Navigation:

• Clicking on a competitor name takes reps straight to the relevant Battlecard in Klue.
• They can dive into detailed intel without disrupting their existing workflow.

(Pro tip: This integration not only provides easy access to intel but also encourages good Salesforce hygiene. Double win!)

Source and share competiitve intel via Slack

Slack is where so much team interaction happens. We’ve made sure Klue is right there in the thick of it.

Share Intel Effortlessly:

• Found something juicy in Slack about a competitor’s new discount? Click on More Actions > Message Shortcuts > Send to Klue.
• Helps to keep intel organized and reviewed by curators.

Command Center:

• Use the command /klue followed by your competitor’s name to pull up relevant Battlecards.
• View cards directly in Slack or share them with teammates, answering queries and driving engagement.

Reps can access intelligence seamlessly in a tool they already live in, making intel sharing natural and immediate.

Accessing competitive intel shouldn’t be a headache

There you have it— three ways to ensure your competitive intelligence is exactly where your sales team needs it, when they need it. With Klue’s integrations for browser extensions, Salesforce, and Slack, you’re not just making intel accessible; you’re making it actionable.

Blog > Competitive Enablement